Reach the Next Level of Financial and Time Freedom

Are you tired of consistently reacting to messy, unorganized financials rather than proactively planning for your financial future?

The truth is that your next level of financial success is unachievable without the right infrastructure and processes in place. That’s why we equip you with a dedicated Team of 3 financial experts to establish a forward-thinking business strategy and provide the financial services needed to reach those goals.

Communication with my CPA is lacking.

Take the stress out of running your business knowing your dedicated Team of 3 financial experts are responsive and solution-oriented.

I'm worried about my tax liability and compliance.

Cut through the confusion and remain in good standing with tax expertise and business management at every level.

My financial strategy feels reactive.

Count on us for proactive, strategic advice and dependable service that leads to smart decisions all year long.

My financial data is unclear.

Gain accurate core financials that you can trust with deep analysis on revenue, profits, cash flow, and more.

My technology is antiquated.

Operate with modern techniques from start to finish with tools that support a seamless digital process.

I don't have the time.

Hit the ground running with the knowledge you need to maximize cost-efficiency and minimize wasted time.

Do You Have Singular Focus

Looking for just a CPA, or just a CFO? We take a comprehensive approach to all your financials and future strategy. Isolating your focus to either the past, present, or future limits your growth potential.

Type of Business

Our Team are all A players, and we excel with certain types of businesses and niches. Healthcare professionals such as Endodontists, Dermatologists, Orthopedics, Veterinarians. We also excel with professional service providers, Agencies, Consultancies, and Trade Services

Size of Business

Our team of 3 is a fraction of the cost of a full time employee. Our goal is to bring financial and time freedom without adding financial stress. Where this makes the most sense for businesses and our fees is between 2-10 M

Start

Step 1- Initial Meeting

It's difficult to make recommendations without first knowing your unique situation. Spend 45 minutes with us as we learn about you and you about us.

Start

Weeks 2-3

Step 2: Business Analysis

We walk through in detail via screen share, your financials and your circumstances, so we can identify gaps and recommend the best course of action.

Weeks 2-3

Weeks 4-8

Step 3: Implementation

Following our recommendations and your decision to work with DBA, we get you scheduled for your implementation kickoff with your assigned Team of 3 and Implementation Manager.

Weeks 4-8

Week 8

Step 4: Team of 3

Once your 4-week Implementation is complete, you are officially handed off to your Team of 3. Your CSM, Controller and CFO will set up their cadences with you.

Week 8

Ongoing

Step 5: CFO Touchpoints

Depending on the recommended package unique to your situation, your CFO will set up, monthly, quarterly, or annual meetings with you.

Ongoing

Team of 3

The CSM, Controller, and CFO cover all aspects of your financial engine. The Past, the Present, and the Future.

CFO Strategy

Your CFO will analyze your data on a monthly, quarterly, or annual basis and develop proactive strategy, so you can make the right financial decisions.

Financial Management

Prepare your next level of financial growth with financial modeling, cash flow analysis, budgeting, and more from your Team of 3.

Business Advisory

Receive customized business advice specific to your unique needs from a fractional team of financial executives.

Tax Preparation

Approach tax season proactively with expert tax planning, document gathering, and tax filing from your Team of 3.

Account Reconciliation

Ensure your bank records are consistent to avoid overspending, identify fraud, and confidently plan for the future.

A Team of Trusted Advisors

You don't have to go about the journey alone. We are truly our clients most trusted advisor. Whether its making sure each transaction is coded or you need advice on what and when to buy an assets, our team will be there to guide you in the right direction.

Wealth Beyond Work

Are the monotonous, time-consuming financial tasks of business ownership robbing you of your passion? Do you find yourself working late hours and weekends after your patient or client care just to manage finances? We’re here to help you get your time back without worrying about your financial standing.

Future-Forward Planning

Whether you’re ready to retire within the next few years or want to set you and your business up for success early, we’re here to help you plan for the future. Get ahead of succession planning, protect your assets, and make sure your business is ready for its next stage every step of the way.

"Dillon has helped me reach my goals by allowing me to focus on what I do best — running my office."

Dr. Chris Schmidt

Owner, Thrive Chiropractic

"It's just been really easy to transition once the systems are in place, it's just really seamless."

Dr. McKaskle

McKaskle Family Dentistry

"They're [Dillon] doing the hard work that normally would fall on a business owners' shoulders. They're amazing, we recommend them to anyone starting a clinic."

Dr. Darleen Nath

Lakeside Veterinary Care

Your Team of Accounting Experts

You don't need to act like accounting experts anymore- that's what we do.

Accounting challenges that need solving.

Let's Work Together